XS
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XR Securities’s SolarEdge SEDG Stock Holding History

XR Securities’s Portfolio SEDG Stock Details SEDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,400
Closed -$318K – 434
2023
Q4 		$318K Buy
+3,400
New +$310K 0.01% 315
2022
Q1 		– Sell
-2,900
Closed -$203K – 494
2021
Q4 		$203K Buy
+2,900
New +$916K 0.02% 236
2021
Q2 		– Sell
-2,800
Closed -$256K – 541
2021
Q1 		$256K Sell
2,800
-800
-22% -$241K 0.01% 171
2020
Q4 		$423K Buy
3,600
+300
+9% +$82.9K 0.03% 100
2020
Q3 		$245K Buy
+3,300
New +$634K 0.02% 108

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

XR Securities's SEDG Position: Q4 2021 in Review

XR Securities sold out of SolarEdge (SEDG) in Q4 2021, closing a stake of 1,000 shares — an estimated $316K sold.

XR Securities first reported a position in SEDG in Q2 2021 and held it in 2 quarters. The position peaked at $438K in Q2 2021. 602 funds tracked by Wall St. Rank hold SEDG as of Q4 2021.

  • XR Securities reported no remaining SolarEdge position as of Q4 2021 after selling out during the quarter.
  • XR Securities sold 1,000 SolarEdge shares in Q4 2021, an estimated $316K.
  • XR Securities first reported a position in SolarEdge in Q2 2021 and held it in 2 quarters.
  • XR Securities's SolarEdge position peaked at $438K in Q2 2021.
  • 602 funds tracked by Wall St. Rank held SolarEdge as of Q4 2021.

Based on XR Securities's 13F filing for Q4 2021, filed 10 Jan 2022.